Effectively manage your sales process and communication channels in one place
A better way to be in control of your deals and facilitate communication with your customers
CRM system for marketing and sales
Accept orders, stay in control of your sales process, collect data to build your own customer list, and launch marketing campaigns — all of this and more on a single platform. Store all of the customer information you need to empower your marketing and sales teams in your CRM database. Make use of your database to reach customers through email and messengers.
Streamline sales
Create a well-defined pipeline specialized for your business. With the knowledge and understanding of where your sales are in the pipeline, you can plan out the optimal scenario to make your sales process seamless: answer key questions about your product, prove your relevance to your prospects, and overcome sales objections. Set up automated emails to optimize your sales workflow and prevent customers from leaking out.
How to work with deals →
Assign team members to deals
Delegate tasks to your team members. When a customer places a new order, create a deal and assign a team member to track their progress in your sales pipeline. Once the assigned team member receives an invitation email, they can start engaging with your client.
You can invite as many team members as your pricing plan allows and pay to add more users without upgrading your plan.
Gmail integration Soon
Connect your Gmail account to SendPulse to manage your inbox and customer interactions directly from your CRM system. Streamline your workflow by linking your conversations with deals, tasks, and contacts. Seamlessly add attachments from our file manager and promptly respond to all important messages without switching between services.
Store all your customer information in one place
No matter where your customer comes from, stay organized and keep track of all your customers’ details. Just create new contacts, specify everything you know about people you interact with, and add helpful notes to their records for future conversations.
Connect with your customers conveniently from your database
Quickly and easily contact your customers right from the opened deal or contact record in your CRM database. Based on where your contact originated from, you can get in touch with them through email or chat on Facebook Messenger, Telegram, or WhatsApp.
Extend your CRM system with other SendPulse products
Cut out time-intensive, repetitive tasks — let your CRM automatically create deals, assign them to customers based on the stages of your sales cycle, and assign customers to members of your team based on pre-set conditions
Launch automated emails when specified conditions are met
Automatically create new deals after interacting with your customers and set up trigger emails based on a customer's stage in your pipeline and other specific actions.
How does it work?
When a deal with the status “Order received” is added to your CRM system, the customer gets an automated email saying “Thanks for your order! Your order is on its way and it should be with you soon.”
Create deals from actions in messenger bot flows
Automatically create new deals after specific actions from customers. Change the deal stage when a user makes a payment through your bot.
How does it work?
A user interacts through your massage studio’s chatbot and clicks on the “Book Thai Massage” button. A team rep sees a new deal in your CRM system and contacts that person to schedule an appointment.
Do it all with SendPulse
Align marketing and sales capabilities to take your business to the next level
Empower your teams with relevant tools to create landing pages, build customer databases, and interact with customers across multiple communication channels
FAQ
What is a CRM system?
CRM, short for Customer Relationship Management, is a centralized system designed to streamline customer interactions and consolidate information. This software solution empowers marketers to meticulously track all customer interactions from the initial touchpoint with a company to post-sales service. Discover the basics in this article.
Why should I use a CRM system?
It stores your client's contact information, purchase and interaction history, behavior patterns, and communication preferences. With this centralized system, your sales representatives, customer support agents, and marketers can collaborate to cultivate meaningful relationships with clients and deliver exceptional personalized experiences. Discover more about CRM functionality in our blog.
What are the key features of a CRM system?
It provides all the necessary tools to create a 360-degree customer view. By consolidating all customer data onto one intuitive platform, it offers a suite of essential features, including immediate access, seamless data synchronization, workflow enhancement, automated marketing capabilities, efficient lead management, accurate sales forecasting, and seamless multichannel interaction.
How much does SendPulse CRM cost?
Pricing depends on the number of account users, sales pipelines, and boards. We offer a free plan for up to 5 invited account users. Within a free plan, you can create up to 2 sales pipelines and boards, have unlimited deals and tasks, and use search filters. Paid plans start at $34. Check out our pricing for more details.
How to start using SendPulse CRM?
If you have an account in our service, go to the "CRM" section and upload your contacts. You can begin adding deals right away. If you don't have an account, sign up today! Our onboarding process is designed to be seamless and stress-free, guiding you through every step after registration. Visit our Help Center to find out how things work with the SendPulse CRM system.
or